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Mandate

The Director, Treasury & Payment Solutions (TPS) will lead the execution of strategic initiatives to grow TPS within the Financial Institutions Group (FIG), focusing on delivering innovative and client-centric solutions in cash management, corporate cards, and liquidity. This role is instrumental in deepening BMO’s relationships with FIG clients across North America and elevating the bank’s reputation as a trusted partner in transaction banking. The Director will collaborate across Global Transaction Banking, Corporate & Investment Banking, Global Markets, TPS Product, and Corporate Treasury to ensure alignment and delivery of integrated solutions. This role also contributes to the transformation agenda within FIG, driving innovation and operational excellence.

Key Responsibilities

Strategic Execution & Business Delivery

+ Lead the execution of TPS strategies for FIG clients, ensuring alignment with broader Capital Markets and Transaction Banking goals.

+ Deliver tailored treasury solutions that address the evolving needs of financial institutions, including complex cash management, liquidity optimization, and corporate card programs.

+ Identify and act on opportunities for revenue growth, cost reduction, and capital efficiency.

+ Collaborate with product and service teams to ensure timely and effective solution delivery.

Client & Relationship Management

+ Provide exemplary client coverage, fostering long-term relationships and driving client advocacy.

+ Lead cross-sell initiatives and sustained coverage activities to increase share of wallet and market penetration.

+ Serve as a strategic advisor to clients, interpreting their business needs and delivering customized, high-impact solutions.

+ Ensure client satisfaction through proactive engagement and issue resolution.

Market Leadership & Innovation

+ Represent BMO at industry forums, conferences, and client events to promote thought leadership and market presence.

+ Act as a liaison between FIG clients and TPS Product teams to inform product development and identify innovation opportunities.

+ Monitor market trends, regulatory developments, and competitive dynamics to maintain BMO’s leadership position in the FIG segment.

Team Collaboration & Influence

+ Partner with internal stakeholders across lines of business to ensure coordinated client coverage and solution delivery.

+ Influence the strategic direction of TPS within FIG, contributing to transformation and growth initiatives.

+ Support junior team members through coaching, mentoring, and knowledge sharing.

+ Promote a high-performance culture and foster collaboration across teams.

Key Accountabilities

Business Delivery & Operational Effectiveness

+ Drive execution of business plans and performance targets for TPS within FIG.

+ Ensure operational excellence in deal execution, client onboarding, and service delivery.

+ Continuously assess and improve work processes to enhance efficiency and effectiveness.

+ Contribute to the development of analytics and reporting frameworks to support data-driven decision-making.

Client & Relationship Management

+ Deliver high-quality client experiences that build trust and loyalty.

+ Lead strategic client engagements and complex deal structuring efforts.

+ Identify and address client needs proactively, bringing in partners as needed to deliver a full BMO experience.

Market Leadership

+ Elevate BMO’s brand and reputation in the FIG segment through strategic client wins and market visibility.

+ Provide insights and recommendations to senior leadership based on market intelligence and client feedback.

+ Champion innovation and transformation within TPS and FIG coverage.

Qualifications & Skills

+ Minimum 7+ years of experience in Treasury & Payment Solutions, Corporate or Investment Banking, or Financial Institutions coverage.

+ Proven expertise in structuring and negotiating complex cash management, liquidity, and card solutions.

+ Strong analytical, communication, and influence skills.

+ Demonstrated ability to manage ambiguity and drive results in a dynamic, cross-functional environment.

+ Post-secondary degree in a related field or equivalent experience.

+ Deep understanding of the financial institutions sector, including banking, insurance, asset management, or fintech.

+ Experience delivering treasury solutions to regulated financial entities with complex operational and compliance needs.

+ Familiarity with global transaction banking trends, regulatory frameworks, and competitive dynamics within the FIG segment.

+ Demonstrated success in building strategic partnerships and expanding wallet share within institutional client portfolios.

_The salary range for this role is $175,000 up to $215,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)_

Salary:

$102,000.00 - $190,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.